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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Service code 19 1585 BROADWAY · NEW YORK, NY 10036 | Securities Custodian | $88,717 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE TRUST INVESTMENT ADVISO Service code 18 · EIN 52-2037618 7501 WISCONSIN AVE1500W · BETHESDA, MD 20814 | Custodial (other than securities) | $81,763 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWY560 · ATLANTA, GA 30338 | Actuarial | $59,870 |
NATIONAL EMPLOYEE BENEFIT ADMIN5+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 64-0498809 2010 NW 150TH AVE 100 · PEMBROKE PINES, FL 33028 | Contract Administrator | $52,143 |
VENABLE LLP5+ years Filed as: VENABLE LAW FIRM, P.A. Service code 29 · EIN 59-1824867 7402 N 56TH ST, STE 380 · TAMPA, FL 33617 | Legal | $16,500 |
Filed as: JOHN HANCOCK Service code 72 · EIN 01-0233346 164 CORPORATE DRIVE · PORTSMOUTH, NH 03801 | Other investment fees and expenses | $13,086 |
Filed as: LIGHTHOUSE DIVERSIFIED FUND, LTD Service code 51 · EIN 20-3528185 3801 PGA BLVD, SUITE 500 · PALM BEACH GARDENS, FL 33410 | Investment Mgmt Fees | $11,368 |
KSDT & CO, LLC.5+ years Filed as: KSDT & CO, LLC Service code 10 · EIN 26-0547877 1625 N COMMERCE PKWY 315 · WESTON, FL 33326 | Accounting | $9,826 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $162,072-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 1.7%-1.7pp |
| Annual return | 10.05% | 6.95%+3.1pp | 8.01%+2.0pp | 627.08%-617.0pp |
| Employer contribution / active EE | $10,715 | $11,635-7.9% | $29,476-63.6% | $18,824-43.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $630-100.0% | $1,923-100.0% |